See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,182 | $75,828-90.5% | $147,614-95.1% | $59,632-88.0% |
| Participation rate | 84.1% | 71.6%+12.6pp | 84.6%-0.5pp | 68.7%+15.5pp |
| Annual return | -0.42% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $889 | $3,130-71.6% | $4,895-81.8% | $3,192-72.1% |
| Admin fee / account holder | $144 | $5,985-97.6% | $11,611-98.8% | $4,297-96.7% |